Investment Q&A

Q: Hello Team,
Could I have your top 5 Canadian "value stocks"please.
Many thanks!

Q: A retired friend of mine recently asked for my recommendations on how to invest approximately 200K which, with minimal risk, which will give him a reasonable (4.5% to 5.0%) annual dividend with minimal expectations of big capital growth, Since he currently has very little experience with investments, I would like to build a portfolio that will require minimal ongoing involvement on his part. I believe that a 10-15 year timeframe is realistic.

My thought is to split the 200K into 10 equal parts and purchase the following Canadian equities.

BNS
TD
GSY
CNQ
TOU
ENB
FTS
T
CCA
BEPC

I realize that a portfolio like this is overweight on energy. I'm comfortable with that.

What are your thoughts on this strategy and do you see any of the companies listed that you would avoid? Are there any others that you think should be added to the list?

Q: Hated BEPC for so long as I was down for many years after buying during the big hype for renewables when Biden was elected. Now, kicking myself for not buying more at the lows. My question is whether this has now run too high. Is there still a place for traditional oil and gas/nat gas in one's portfolio or for a young person (20's) should these be replaced with BEPC? Thoughts and buy price, please. Thank you!

Q: I am an income investor and am overweight energy at 13.82% of my portfolio. FRU (4.63), CNQ (1.93), ENCC (1.17), TOU (2.72), EMAX (3.37). How would you reduce the energy holdings down to a more reasonable 5-7%?

Thank You, Jim

Q: Hi Folks,
I am looking at selling ISRG (-7%) or TELUS (-23.50%) and CNQ (-22%) from my Non Registered account and use the money to fund next years TFSA contributions. I would like your opinion as to what order you would sell and whether these are re-buyable in January.
Thanks

Q: I’m invested only in Whitecap. Which energy stocks would you consider a good buy right now. Large and small caps. Thank you.

Q: What are your thoughts on the current offer for Meg Energy presuming it goes through. If we keep Cenovus stock we would have a half position.

We also own an almost full position in CNQ and TOUR. Have a full position in ENB. Those last 3 are about 5% of our portfolios.

I'm mostly looking at this as providing me with more cash but might hold the half position of Cenovus if the future is bright. (I know you don't have a crystal ball!)

Would you keep the half position of Cenovus or instead sell Cenovus and use the cash to add more to TOUR or CNQ?

We're retired, conservative investors.

Q: Thank you for the invaluable service you provide and from which I heavily rely on. The following stocks are in my grandchildren's RESP account: ARX, CLS, CNQ, ENB, RY, SLF, TD, TOU, TVE, VHI and WSP.
I have cash to deploy and would appreciate five NEW stock ideas along with suggestions on which EXISTING stocks, if any, you would add to, both in descending order. (I just sold IFC and TRI, so am not interested in adding either of them)Thanks.

Q: Hello team.
The above are my highest dividend payers in my unregistered account, however at the end next year I have to start withdrawing from RRSP and LIRA account and would likely elevate my income to a substantially higher tax bracket. For that reason I am think of reducing my income generating holdings in the unregistered account and be less focus on income. Conversely, while divesting in the unregistered account I would rebalance the RRIF to be more income oriented. Does this make sense and could you suggest 5 growth oriented equities with SOME income to replace the above. I already TD,BNS,BN,BAM, TFII (small position)?
Thank you
Frank

Q: Please suggest a 12 position starter portfolio of quality Canadian stocks with an emphasis on dividend growth (~10%/yr), with broad sector diversification, for longterm/indefinite hold. Current dividend yield is less important. Thank you.

Q: Could you tell me aside from the fact that the Canadian market is/has been dominated by resource companies, why the volume of CNQ and SU for example is characteristically the highest on the TSX? While I have a fair bit of CNQ, I wonder what the high steady volume should be saying to investors now? Is it about good dividends, future price increases of crude, anticipation of the federal government major projects ...? Would you be loading up today on oil companies?
Many thanks.

Q: Hi 5i Team - I have held Tourmaline for several years and although the dividend payouts have been good, the capital appreciation part has not. I am thinking of switching to CNQ, either partially or completely. Could you provide your thoughts on this strategy. Thanks.

Q: What would be your top 3 picks in the TSE in the energy sector right now?

Q: Hello, I would like to know your top 3 Canadian picks for small, mid and large caps in order for a 3-5 year hold. Also in which order would you buy (ENB, TOU,CNQ) and at what $ entry point.

Thank you

Q: I have held MX for a few years and watched it bounce up and down and have never been smart enough to take advantage of its cyclicality and sell on its way up. Its currently at the lower end of its trading band. If it were you, would you wait for the next leg up to sell and move into CNQ or would you make the trade now? My hesitancy is that MX would appear to have a much higher short/medium term potential than CNQ and I would hate to miss that,

Thanks
Scott

Q: Which of these 3 dividend stocks would be your pick for the short and medium term?

fts, cnq and enb.

thanks

Q: I currently have app a 10% exposure to oil & gas. I am currrently considering selling part of my ENB holdings and using the funds to increase my CNQ exposure to app 3%. Would appreciate hearing your thoughts on such a move

Q: Good morning,

Thoughts on CNQ’s earnings today?

Thanks for the great service.

Q: Is CNQ stock price down due to OPEC increases or other ?

Q: What are your top highest conviction stocks right now for compound growth over next five years?